Thursday, January 12, 2017

Thursday Evening Links

[Bloomberg] U.S. Stocks Slip With Dollar as Commodities Rally: Markets Wrap

[Bloomberg] Inside the Fed's Head: The 2011 Transcripts

[Reuters] Yellen had 'super risky' proposal for Fed's 2011 low-rate vow: transcripts

[Bloomberg] Stocks Are No Longer the Most Actively Traded Securities in Stock Markets

[Bloomberg] Extreme Bets on Higher Yields Inflict a New Kind of Pain Trade

[Bloomberg] Collapsing Asset Correlations Have Active Managers Celebrating Trump Disruption

[Reuters] U.S. government posts $28 billion deficit in December

[Reuters] Trump's Pentagon choice says U.S. needs to be ready to confront Russia

Thursday's News Links

[Bloomberg] U.S. Stocks Drop as Bond Rally Sinks Bank Shares: Markets Wrap

[Bloomberg] Gold Surges Above $1,200 as Details-Shy Trump Weighing on Dollar

[Bloomberg] Turkish Lira, Bonds Rally as Central Bank Tightens Liquidity

[Bloomberg] Oil Extends Biggest Gain in 6 Weeks as Saudis Make Deeper Cuts

[Bloomberg] China Credit Growth Exceeds Estimates as Lending Remains Robust

[Bloomberg] A Free-Floating Yuan Is Looking a Bit More Likely

[Bloomberg] China Bond-Market Holes Spur S&P Call for Tighter Regulation

[CNBC] Fed's Harker: 'Considerable strength' in the economy, 3 rate hikes appropriate

[Bloomberg] It’s the Drug Industry’s Turn to Tremble Before Trump

[Reuters] U.S. property foreclosures at 10-year low in 2016

[Bloomberg] ECB Stimulus Disagreements Signal Vigorous Debates Ahead

[Reuters] Germany's Schaeuble says interest rates are too low - magazine

[Reuters] Trump's tax cuts may pressure U.S.'s top credit rating: Fitch

[Reuters] Mexico lays out cards for high stakes talks with Trump

[WSJ] German GDP Grows at Fastest Rate in Five Years

[FT] Trump-inspired rally hits a wall after first press conference

[FT] Erdogan calls on central bank to ‘thwart’ FX traders, stoking lira rally

[Bloomberg] China Pushes Back After Tillerson Warns on South China Sea